Belvedere Trading’s AMERICA FIRST TAX EXEMT INV LP ATAXZ Stock Holding History

Belvedere Trading’s Portfolio ATAXZ Stock Details ATAXZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-2,000	Closed	-$13K	–	734
2021 Q4	$13K	Buy	+2,000	New	+$13K	﹤0.01%	412

Other funds holding ATAXZ

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AFIA

America First Investment Advisors Omaha, Nebraska $536M AUM 12.62% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BCM

Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return

SIC

Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Belvedere Trading's ATAXZ Position: Q2 2021 in Review

Belvedere Trading sold out of AMERICA FIRST TAX EXEMT INV LP (ATAXZ) in Q2 2021, closing a stake of 44,602 shares — an estimated $247K sold.

Belvedere Trading first reported a position in ATAXZ in Q4 2020 and held it in 2 quarters. The position peaked at $267K in Q4 2020. 65 funds tracked by Wall St. Rank hold ATAXZ as of Q2 2021.

Belvedere Trading reported no remaining AMERICA FIRST TAX EXEMT INV LP position as of Q2 2021 after selling out during the quarter.
Belvedere Trading sold 44,602 AMERICA FIRST TAX EXEMT INV LP shares in Q2 2021, an estimated $247K.
Belvedere Trading first reported a position in AMERICA FIRST TAX EXEMT INV LP in Q4 2020 and held it in 2 quarters.
Belvedere Trading's AMERICA FIRST TAX EXEMT INV LP position peaked at $267K in Q4 2020.
65 funds tracked by Wall St. Rank held AMERICA FIRST TAX EXEMT INV LP as of Q2 2021.

Based on Belvedere Trading's 13F filing for Q2 2021, filed 23 Jul 2021.